Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025

Mutual Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.38 Billion distributed in 1084 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $237M, Ishares Barclays with a value of $166M, Apple Inc. with a value of $140M, Berkshire Hathaway Inc Class B with a value of $108M, and Ishares Core S&P 500 ETF with a value of $106M.

Examining the 13F form we can see an increase of $75.3M in the current position value, from $3.31B to 3.38B.

Mutual Advisors, LLC is based out at Casper, WY

Below you can find more details about Mutual Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.38 Billion
ETFs: $2.02 Billion
Technology: $360 Million
Financial Services: $276 Million
Healthcare: $137 Million
Consumer Cyclical: $118 Million
Communication Services: $105 Million
Consumer Defensive: $96.4 Million
Industrials: $81.5 Million
Other: $148 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.1B
$3.01 Million 0.09% of portfolio
27,467
Q1 2025 Added 3.12%
$90.7B
$3.21 Million 0.09% of portfolio
141,190
Q1 2025 Reduced 27.29%
$0
$3.09 Million 0.09% of portfolio
26,283
Q1 2025 Reduced 40.08%
$0
$3.03 Million 0.09% of portfolio
69,105
Q1 2025 Reduced 2.08%
$0
$2.93 Million 0.09% of portfolio
58,622
Q1 2025 Added 3.8%
$0
$2.88 Million 0.09% of portfolio
55,661
Q1 2025 Added 42.88%
$0
$2.91 Million 0.09% of portfolio
51,552
Q1 2025 Reduced 1.61%
$140B
$3.04 Million 0.09% of portfolio
13,050
Q1 2025 Added 13.17%
$31.6B
$2.88 Million 0.09% of portfolio
10,182
Q1 2025 Reduced 2.53%
$562B
$3.04 Million 0.09% of portfolio
5,548
Q1 2025 Reduced 7.99%
$0
$3.01 Million 0.09% of portfolio
60,511
Q1 2025 Added 118.52%
$268B
$3.21 Million 0.09% of portfolio
11,950
Q1 2025 Added 11.16%
$0
$3.04 Million 0.09% of portfolio
15,378
Q1 2025 Reduced 9.54%
$97.2B
$3.09 Million 0.09% of portfolio
33,583
Q1 2025 Added 2.44%
$8.48B
$2.93 Million 0.09% of portfolio
2,213
Q1 2025 Added 3.22%
$0
$2.96 Million 0.09% of portfolio
12,081
Q1 2025 Reduced 1.46%
$0
$2.62 Million 0.08% of portfolio
78,181
Q1 2025 Added 19.49%
$0
$2.8 Million 0.08% of portfolio
55,938
Q1 2025 Added 59.78%
$0
$2.59 Million 0.08% of portfolio
33,904
Q1 2025 Added 19.2%
$0
$2.71 Million 0.08% of portfolio
35,821
Q1 2025 Reduced 4.28%
$0
$2.55 Million 0.08% of portfolio
82,901
Q1 2025 Added 9.57%
$61.5B
$2.63 Million 0.08% of portfolio
92,092
Q1 2025 Reduced 7.04%
$179B
$2.63 Million 0.08% of portfolio
37,849
Q1 2025 Added 34.09%
$58.6B
$2.57 Million 0.08% of portfolio
15,075
Q1 2025 Added 1.39%
$0
$2.5 Million 0.07% of portfolio
26,437
Q1 2025 Reduced 1.87%
$131B
$2.43 Million 0.07% of portfolio
7,938
Q1 2025 Added 10.97%
$101B
$2.42 Million 0.07% of portfolio
17,344
Q1 2025 Added 10.54%
$0
$2.28 Million 0.07% of portfolio
106,967
Q1 2025 Added 1.74%
$0
$2.43 Million 0.07% of portfolio
77,781
Q1 2025 Added 22.24%
$89.6B
$2.36 Million 0.07% of portfolio
19,344
Q1 2025 Reduced 8.03%
$129B
$2.51 Million 0.07% of portfolio
9,233
Q1 2025 Added 39.28%
$0
$2.32 Million 0.07% of portfolio
42,360
Q1 2025 Added 6.47%
$0
$2.21 Million 0.07% of portfolio
116,559
Q1 2025 Reduced 12.29%
$0
$2.49 Million 0.07% of portfolio
59,485
Q1 2025 Reduced 3.66%
$264B
$2.22 Million 0.07% of portfolio
11,079
Q1 2025 Reduced 9.01%
$76.2B
$2.33 Million 0.07% of portfolio
8,566
Q1 2025 Reduced 11.12%
$0
$2.39 Million 0.07% of portfolio
29,191
Q1 2025 Added 26.74%
$0
$2.28 Million 0.07% of portfolio
20,232
Q1 2025 Reduced 6.17%
$0
$2.25 Million 0.07% of portfolio
21,298
Q1 2025 Reduced 4.36%
$0
$2.52 Million 0.07% of portfolio
49,634
Q1 2025 Reduced 33.02%
$101B
$2.2 Million 0.07% of portfolio
3,268
Q1 2025 Added 10.89%
$0
$2.37 Million 0.07% of portfolio
86,062
Q1 2025 Added 11.73%
$0
$2.45 Million 0.07% of portfolio
58,462
Q1 2025 Reduced 1.92%
$128B
$2.2 Million 0.07% of portfolio
23,086
Q1 2025 Reduced 1.04%
$0
$2.23 Million 0.07% of portfolio
75,433
Q1 2025 Added 16.44%
$0
$2.46 Million 0.07% of portfolio
86,542
Q1 2025 Added 3.64%
$146B
$2.4 Million 0.07% of portfolio
6,436
Q1 2025 Added 1.66%
$177B
$2.35 Million 0.07% of portfolio
12,065
Q1 2025 Reduced 13.08%
$146B
$2.4 Million 0.07% of portfolio
19,703
Q1 2025 Reduced 0.42%

Summary

  • Portfolio
  • No. of Stocks 1,084
  • Current Value $3.38 Billion
  • Prior Value $3.31 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 108 stocks
  • Additional Purchases 488 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 432 stocks
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